The South Shore Retirement Services Operations Team

Carol originally grew up in Rockville, Maryland. She moved to Norwell, Massachusetts, where she raised her three children, Rachel, David, and Ani, with her husband, Bryan. Over 13 years ago, Carol began her journey with Mark, initially assisting him with part-time support. Together, they cultivated the thriving community that defines South Shore Retirement Services.

As director of operations, Carol manages the daily functions of the office, helping to ensure seamless client service and contributing to the firm’s overall growth. She also brings warmth to the office as the owner of Samson, our beloved chocolate lab and “Paw-ductivity and Morale Manager.”

Outside of work, Carol enjoys taking Samson hiking and to the beach, attending Broadway shows, and exploring the world with family and friends.

Nancy keeps every new plan moving and every detail in place, with a problem-solver's mind and a creative streak.

Nancy Bownes has been a vital part of the team since 2022, bringing sharp organizational skills and creative problem-solving to new business. She manages financial applications, keeps every detail in place, and supports clients and colleagues alike with patience and clear communication. A Framingham State graduate with an English degree and a background in real estate, she balances office operations with a steady stream of ideas for marketing and client relations. Nancy is from Duxbury, where she lives with her husband, Kevin, their children John and Anna, and their rescue dog, Harper. Outside the office, she acts in local commercials, loves the theater, and spends as much time at the beach as she can.

With over a decade in insurance, Rebecca guides clients through their coverage options with clarity and a sharp eye for detail.

Rebecca Will brings over twelve years of insurance experience to South Shore Retirement Services, managing life-insurance cases and helping clients get the coverage they need. Originally from a small town in central Pennsylvania, she works with the team remotely and comes up regularly to connect with the community at client appreciation events. She holds a degree in History with a minor in Anthropology and once dreamed of museum curation before finding her calling building strong relationships with insurance providers and supporting clients. Her dedication and attention to detail help people navigate their options with confidence. Off the clock, she reads historical fiction in her dedicated ‘reading room’ and explores historical sites.

The friendly first face at SSRS, Meredith greets everyone who walks through the door and keeps the office running smoothly.

Meredith Baio is the welcoming first point of contact at South Shore Retirement Services, managing the front desk, scheduling, and administrative support for the advisors. Her background as an executive assistant and seminar coordinator in the financial industry makes her a natural at client communication, office organization, and marketing support. She's known for the warmth and professionalism she brings to everyone who walks through the door. Born in New York and raised in Dallas, Meredith moved to Massachusetts more than thirty years ago. Outside the office, she cooks, reads, walks, travels, relaxes by the beach or pool, dotes on her two cats, and treasures time with her husband and two daughters.

Nieve works every day tobring the company values to life.

Nieve is Mark's oldest daughter and started working at South Shore Retirement Services in 2023 as our marketing assistant. She works diligently while attending classes online to achieve her degree in Business Administration. She manages our various client love initiatives so that none of our clients ever feels forgotten or like a number on a spreadsheet. While assisting at many of the live events, Nieve helps to engage prospective clients and make them feel welcome and excited to meet with our financial advisers throughout their retirement journey with us. Like her father, she is a skilled horse rider and wins many riding competitions on her beautiful horse, Gilly.